Legal Assistant

• Prepare, in compliance with court rules, legal documents relating to legal matters.
• Create and proofread legal documents, reports, and letters utilizing legal software applications and by following marginal notes and attorney instructions.
• Input into case management system all data contained in the legal file such as correspondence, notices, legal documents, billing, and expenditures.
• Make necessary corrections, update information, and respond to inquiries.
• Manage attorney calendar(s) by scheduling and confirming appointments and court appearances.
• Resolve calendar conflicts when necessary.
• File correspondence and legal documents in compliance with law office standards.
• Maintain and monitor a comprehensive diary system for litigated files to insure compliance with statutory requirements.
• Process all mail in compliance with law firm standards.
• Maintain technical files and records including comprehensive and detailed documentation.
• Prepare reports and payment drafts.

Litigation Assistant

• Request, follow up on, retrieve, and organize medical records and itemized billing statements from providers.
• Conduct regular "treatment check-ins" with clients to monitor their medical status, update their files, and offer a supportive ear during their recovery.
• Open new insurance claims (property damage, bodily injury, PIP/MedPay), send representation letters to adjusters, and confirm policy limits.
• Keep our Case Management Software (CMS) meticulously updated with treatment milestones, provider information, and communication logs.
• Help request final balances and health insurance liens (Medicare, Medicaid, private health) as cases near the settlement phase.
• Assist the Case Manager in preparing comprehensive demand packages for attorney review.

• Provide administrative support to attorneys.
• Work independently on pleadings, discovery, motion preparation and e-discovery.
• Manage case management, docketing, e-discovery, document review, and exhibit preparation.

Legal Secretary – Floater

• Provides administrative support to attorneys
• Works independently on pleadings, discovery, motion preparation and e-discovery

• Provides administrative support to attorneys
• Works independently on pleadings, discovery, motion preparation and e-discovery
• Strong attention to detail and excellent organizational skills

• Support attorneys with CA litigation matters
• Prepare and file state and federal court filings, including e-filings
• Manage litigation calendaring and deadlines in accordance with court rules
• Assist with pleadings, including tables of contents and tables of authorities
• Proofread and format legal documents and correspondence
• Provide administrative and litigation support across multiple matters and teams

Litigation Legal Assistant

• Performs legal and secretarial tasks for assigned attorney(s), with supervision and oversight from their leader
• Maintains schedules and calendar for assigned attorney(s)
• Composes a variety of correspondence, pleadings and various legal forms
• Coordinates time and location of multi-party appearances, including depositions, arbitrations, mediations, Independent Medical Exams (IME’s) meetings and site inspections
• Answers telephone calls, emails and handles client inquiries
• Receives and processes incoming mail
• Contacts clients, witnesses, court reporters, interpreters, claims personnel, and others to confirm scheduled appearances as instructed by assigned attorney(s)
• Maintains a thorough knowledge and keeps up-to-date with court rules and legal deadlines

• Works with the assigned Attorney Advisors and/or supervisory attorneys
• Assesses, analyzes, and prepares written work products characterized by sound definitions of legal issues
• Assists with reviewing, supporting, and implementing policy and guidelines
• Analyses various legislative and regulatory initiatives
• Develops an understanding of applicable laws
• Alerts Attorney Advisors to potential issues
• Oversees practice regarding various program areas including immigration and fraud
• Supports Attorney Advisors by briefing pertinent facts and drafting legal documents

Law Clerk II

• Provide administrative support to attorneys
• Work independently on pleadings
• Manage discovery and motion preparation tasks
• Conduct e-discovery
• Maintain case files and assist in document review
• Prepare exhibits for court
• Ensure compliance with relevant legal procedures

Legal Secretary

• Provide comprehensive litigation support to multiple attorneys, managing heavy and complex caseloads.
• Prepare, revise, proofread, and format pleadings, motions, briefs, discovery, and correspondence in compliance with applicable court rules.
• Prepare court filings for state, federal and appellate courts, including electronic and traditional filings.
• Coordinate travel arrangements. Prepare, submit, and track travel and expense reimbursements.
• Assist with discovery and trial support, including document production, exhibit preparation, and court filings. Support scanning, photocopying, and binder preparation as needed.
• Create and maintain filing systems and databases in compliance with office policies to ensure accurate and efficient data retrieval.
• Maintain and monitor litigation calendars, including deadlines, hearings, depositions, and trial dates.
• Perform other duties as assigned.

Legal Assistant, 1-5 years

• Conducts legal research, assembles case materials, writes research memos and drafts pleadings and motions under the guidance of an Attorney or Supervising Attorney.
• Supports attorneys by assembling and organizing information for legal documents.
• Generally works on a part time basis approximately 20 hours per week.

Law Clerk

• Assist attorneys with file handling tasks including file opening, drafting pleadings, processing and preparing documents for filing and service, scheduling hearings, making travel arrangements
• Provide courteous communication, customer service and timely assistance when interacting with other Firm staff, vendors, clients, court staff, and opposing parties
• May perform other duties as assigned to support department goals
• May occasionally work extended hours based on operational needs

• Perform administrative or secretarial support for a single or multiple attorneys utilizing knowledge of legal terminology and procedures
• Prepare, in compliance with court rules, legal documents relating to legal matters
• Create and proofread legal documents, reports, and letters utilizing legal software applications
• Input into case management system all data contained in the legal file
• Manage attorney calendar(s) by scheduling and confirming appointments and court appearances
• File correspondence and legal documents in compliance with law office standards
• Maintain and monitor a comprehensive diary system for litigated files to ensure compliance with statutory requirements
• Process all mail in compliance with law firm standards
• Maintain technical files and records including comprehensive and detailed documentation
• Prepare reports and payment drafts

Legal Assistant, 3-5+

• Drafting pleadings and discovery documents
• Conducting legal research and assisting with motion work
• Reviewing and summarizing medical records and case materials
• Preparing case files and supporting attorneys throughout the litigation process
• Assist the insured in small claims cases by investigating the facts in order to prepare trial briefs, prepare the insured for trial, attend trial and defend the company when listed as a named party to the action.
• Assume other responsibilities as directed.

• Entity & Structure Management
• Maintain and continuously update entity maps across client families
• Track ownership structures (parent/subsidiary relationships, IP entities, real estate entities, etc.)
• Execute entity formations, transitions, and dissolutions based on predefined structures
• Coordinate EIN issuance, BOI filings, and related registrations
• Estate Planning Workflow Execution
• Support trust funding processes (asset alignment, coordination, tracking)
• Assist with deed preparation and execution workflows (e.g., quitclaim, grant deeds)
• Organize and compile estate planning documentation into structured deliverables
• Translate client intent into clear, structured inputs for legal counsel
• Document Preparation & Template Management
• Prepare first-draft documents using firm-approved templates:
• Operating agreements
• MSAs, NDAs, LOIs
• Internal agreements (e.g., intercompany arrangements)
• Maintain and improve document templates over time
• Ensure accuracy, consistency, and completeness prior to attorney review
• Compliance & Lifecycle Management
• Track and manage ongoing compliance requirements across entities:
• Annual filings
• State registrations
• BOI / FinCEN reporting
• Coordinate multi-state entity activities (formation, transfer, dissolution)
• Maintain organized, audit-ready documentation across all client structures
• Attorney & External Partner Coordination
• Serve as the primary point of contact for external law firms
• Scope, manage, and track legal workstreams from start to completion
• Ensure attorneys receive clean, structured, complete inputs
• Review and organize deliverables before internal or client presentation
• Maintain accountability on timelines and deliverables
• Client Interaction & Intake Support
• Lead structured client intake meetings (estate and entity-focused only)
• Gather and organize client wishes, preferences, and structural inputs
• Educate clients on general concepts and process (non-advisory)
• Communicate with clients via email and phone to move projects forward
• Internal Coordination & Systems
• Operate within firm systems including:
• CRM (e.g., HubSpot or equivalent)
• Document & workflow management (Canopy)
• E-signature tools (DocuSign)
• Maintain clean records, notes, and documentation across all client engagements
• Contribute to process improvement and system development over time
• **This role reports directly to firm leadership, does not support an attorney team, and does not have billable hours requirements.

Senior Legal Assistant

• Directly assisting an assigned group of local attorneys in addition to providing global team support with a variety of administrative responsibilities
• Monitoring lawyer time entries for compliance with firm standards
• Generating, editing, and posting client invoices
• Gathering and managing preferences of assigned attorneys for tasks such as expense reimbursement, document management/edits, calendaring and scheduling, and travel arrangements
• Preserving the confidentiality of firm and client protected information

• provide administrative support to attorneys
• work independently on pleadings
• work independently on discovery
• work independently on motion preparation
• work independently on e-discovery

• Draft and manage written discovery (Interrogatories, Requests for Production, Admissions)
• Conduct legal research using tools like Westlaw
• Communicate with clients and assist with case development
• Review medical records and case documents
• Support trial prep, including depositions, hearings, and exhibits
• Coordinate with experts and assist with settlement packages
• Maintain case files, calendars, and administrative tasks

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